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Trust Administration 101: What Happens After Someone Passes Away
Episode Summary:
In this episode of Protecting Your Legacy with Estate Planning, Adam Grant discusses the crucial steps involved in trust administration after a loved one passes away. From understanding the trustee's responsibilities to resolving disputes and winding down the trust, Adam provides valuable insights for families navigating this process.
Key Timestamps:
00:00 – Introduction
01:30 – First steps after a loved one's passing
03:45 – Responsibilities of the trustee
06:10 – Initiating trust administration in California
08:25 – Transferring assets during administration
10:15 –…
The skinny
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